What does this skill do?

The 90-Day Financial Plan Skill transforms financial assessments into structured 90-day action plans for consulting clients. Each objective includes a deadline, a person in charge, and success criteria, organized into three phases (Stabilization, Structuring, Growth) with tracking metrics and a protocol for check-in meetings.

Financial Recovery
It develops recovery plans for small and medium-sized enterprises facing liquidity problems, delinquency, or eroded profit margins.
Consulting Deliverable
Create high-value documents that justify the consulting fee and engage the client.
Phase-by-Phase Schedule
Organize initiatives in three 30-day phases with success milestones, responsible parties, and deadlines.
Measurable Tracking
Define weekly progress metrics and a protocol for structured check-in meetings.

Usage examples

🏥 Clinic with Overdue Payments
Create a 90-day plan for a dental clinic with an 18% delinquency rate and €35,000 in overdrafts. Goal: Pay off the overdrafts and reduce the delinquency rate to 8%.
🛍️ Low-margin retail
Create a financial plan for a clothing store with a gross margin of 28% that needs to reach 38% within 90 days. The store has excess obsolete inventory.
🏭 Industrial SME
Design a 90-day recovery plan for an industrial company with negative cash flow and high fixed costs.
📊 Complete Plan
I need a 90-day action plan with a phased timeline, assigned responsibilities, performance metrics, and a meeting protocol for my consulting client.

Features

3-Phase Structure Organize the plan into the Stabilization phase (days 1–30), the Structuring phase (days 31–60), and the Growth phase (days 61–90), with clear milestones.
Master List of Initiatives Generate a comprehensive table listing all actions, including their number, phase, person in charge, due date, expected impact, and status.
Progress Indicators Define weekly metrics for each objective that allow you to detect deviations early on.
Follow-up Protocol It includes a standard schedule for check-in meetings, their frequency, and mandatory review points.
Executive Summary Create a page that outlines the current situation, the 90-day goal, the strategy, and the impact for the client.

Frequently asked questions

For small and medium-sized businesses in any sector that need a structured financial recovery or improvement plan: retail businesses, clinics, manufacturing companies, professional service firms, etc.
Client profile, key issues identified, 90-day objectives, available resources, constraints, frequency of follow-up, and individuals responsible for implementation.
Yes. The prompt is fully editable, and you can adjust the phases, the follow-up structure, and the success criteria to fit your workflow.
Yes. The course includes two complete case studies: a dental clinic with delinquent accounts and a retail business with eroded profit margins.
90-Day Financial Plan — Financial Action Plans with Claude AI

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